Lisa A. Mondschein

Lisa A. Mondschein

Interim General Counsel, Wealth Management & Advice Solutions

Role
Interim General Counsel, Wealth Management & Advice Solutions at TIAA
Location
Washington, DC, US
LinkedIn followers
500 followers

About Lisa A. Mondschein

Serving as the Interim General Counsel, Wealth Management & Advice Solutions, where I…

Experience

  1. Interim General Counsel, Wealth Management & Advice Solutions

    TIAA

    Aug 2025 — Present · Washington, DC, US

Education

  • SUNY Plattsburgh 

    BS, International Business

    1989 — 1993

  • Brooklyn Law School

    Juris Doctor , International Business Law

    1996 — 2000

Skills

  • Policy
  • Finra
  • Trading
  • Investment Banking
  • Corporate Law
  • Sec
  • Securities Exchange Act of 1934
  • Broker-Dealer Compliance
  • Highly Analytical
  • Broker-Dealer
  • Corporate Governance
  • Exceptionally Strong Writer
  • Thoughtful, Creative Problem Solver
  • Investment Company Act
  • Investment Advisor Compliance
  • Hedge Funds
  • Analytical Skills
  • Private Equity
  • Market Regulation
  • Investment Advisers Act
  • Collaborative, Able to Influence Without Authority
  • Securities Regulation
  • Securities
  • Outstanding Ability to Handle Regulatory Inquiries
  • Legal Research
  • Capital Markets
  • Mergers
  • Policy Development, Domestically and Abroad
  • Derivatives

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